PH - John And Jane's January Taxable Account Update

• The Taxable account generated $2,208.97 of dividends in January of 2021 compared with $1,047.41 of dividends in January of 2020.
• The Taxable account had a balance of $444,176.42 as of January 31st, 2021, vs. $433,812.23 on January 31st, 2020. The annualized cost basis yield is 4.68%.
• A total of five companies in the Taxable portfolio paid increased dividends or a special dividend during the month of January.
• The Taxable account had a cash balance of $37,241.20 as of January 31st, 2021 vs. $102,078.46 as of January 31st, 2020.
• The Taxable account had an unrealized gain/loss of $29,460.92 as of January 31st, 2021 vs. $19,626.07 as of January 31st, 2020.

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